Sending Mails to people based on criteria containing specific data from that criteria row

[JeffJeffrey]

Dear community,

I am trying to do some basic analytics where I gather data and compare it and if something isn't according to what it should be or does not meet the test criterias, I want to send out mails.

These mails should contain the responsible person which should be based on an criteria (code) and within the text of the mail I want to have some values from that row (only that row) to show the person where the problem is.

In a large scale I will have maybe about 50 mails going on to different people containing different values from various tests I did for each of this codes.

I hope I could explain properly what my case is and maybe someone can help me on that and explain what I need to do as I couldn't find a solution in the community yet which fits my expectations.

[grossal · Accepted solution]

Hi @JeffJeffrey,

the easiest way to write personalized E-Mails is to use the text-tool to generate the E-Mail text.

Let's say our data looks like this:

Configuration of Text-Tool:

Final text:

You can than add the E-Mail tool and select the right fields:

Explanation & configuration:

You can add columns to the Text-Tool in two ways.

1) Use the "Available Fields" Option

This write [Error:A] into your text which will be replaced during the workflow.

2) Write it yourself

The syntax is pretty simple, you write [COLUMN:A] and that's it.

Further notes:

You will probably need a table like this: 

Error Code	Responsible	Mail
1	Person A	a@test.com
2	Person B	b@test.com
3	Person C	c@test.com

As soon as you have this, you can join the data together and you are good to go.

I hope this helps. Let me know if you have further questions or accept it as a solution if it helped 😃

Alex

[JeffJeffrey]

Thank you in advance - I will check on this later and see how far I can get it to work.